Our Company

Geneva, Switzerland, EST 2014

Made in Switzerland with Love

Welcome!

InvestGlass aims at supporting wealth advisors daily activities. Robots are killing bankers business but we won't let this happen. Do you know why? Because InvestGlass empowers wealth advisors to serve their customers smarter and faster than any robots.

Our customizable platform helps you to deliver the right message at the right time to the right investor. Save time, money and offer a truly individualized experience to your customers.

InvestGlass SA is a Swiss incorporated company based in Plan les Ouates, Geneva. Our developers are based in Geneva, our entire platform is designed locally and is hosted in Swiss bank level security servers.

Fintech Spirit

Sebastien Thevenaz and Alexandre Gaillard are committed "builders". They started InvestGlass in March 2014 from scratch. Built a complete solution thanks to their belief that transparency is key for wealth advisors. Diego Milla joined them the following year as head of data.

Their bet is that professional investors need artificial intelligence to hand off regular back/front-office processes as to experience a dramatic time and resource savings.

Our Milestones

Founded Since 2014

2014

Let's start!

2015

First Beta is Live

2016

First banks and IFA

2017

Connecting to 10 custodian

2018

New InvestGlass version

2014

Let's start!

2015

First Beta is Live

2016

First banks and IFA

2017

Connecting to 10 custodian

2018

New InvestGlass version

We Are Proud to Present You Our Achievements

Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal.

+8

Countries Operations

+30

Institutions

100

Features

Be Part of Our Creative Community

InvestGlass aims at supporting wealth advisors daily activities. Robots are killing bankers business but we won't let this happen. Do you know why? Because InvestGlass empowers wealth advisors to serve their customers smarter and faster than any robots.